Leads & Sales Pipeline
Capture leads, manage your pipeline, send proposals, and close bookings.
Managing Leads
Managing LeadsCreating, viewing, filtering, and organizing leads in your pipeline.Lead Scoring & TagsHow the scoring algorithm works, and how to create and apply tags.Importing & Exporting LeadsCSV import/export, field mapping, and bulk operations.The Lead Detail ViewContacts, tours, follow-ups, notes, and the activity timeline.Scheduling a Tour With a LeadBooking venue tours from the lead record, sending confirmations, and logging what you learned afterward.Keeping Leads MovingHow fast CeremonySync expects a lead to progress, what it does when one stalls, and how to work the pipeline so nothing goes quiet.
Proposals & Pipeline
Creating & Sending ProposalsBuilding proposals with packages, line items, and payment terms.Proposal Templates & PackagesSetting up reusable packages and add-ons for faster proposals.Tracking Proposal ResponsesMonitoring sent, viewed, accepted, and declined proposals.Sharing Venue AvailabilityGenerating and sharing public availability links with prospects.Converting Leads to WeddingsWhat happens when a lead becomes a booking, and how to record one you lose.
Performance & Automation
Pipeline PerformanceThe Performance tab: response time, response rate, and how inquiries convert month by month.Follow-up AutomationsThe Automations tab: the email sequence that runs on every inquiry until they reply.Your Booking PageThe Booking Page tab: your public venue page, its web address, and everything on it.
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